Rock on Retirement: Recent Episodes
Rock on Retirement
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
In this episode of Rock On Retirement, Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D’Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work.
Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan, a full-color guide designed to show the planning process behind a customized retirement income strategy. The discussion covers why retirees should “project and protect”—projecting the lifestyle they want, pricing it in today’s dollars, accounting for inflation, and protecting the income needed to make it happen.
The episode also explores test-driving retirement, avoiding procrastination, using Roth strategies, understanding living benefits in life insurance, creating lifetime income through a GPI-style approach, and separating retirement assets into risk, safety, and emergency buckets. Chuck also shares his own perspective as a client navigating retirement income, required minimum distributions, and tax-free retirement dollars.
Listeners also hear about Coach Pete’s online resources, including RockOnRetirement.com, FinancialSpeakeasy.com, and the opportunity to receive retirement planning materials and Coach Pete’s book Tax Savvy Retirement.
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Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip—rebalancing, tax-minded moves, and tightening up the plan before the “financial red zone” hits you back. They clear up the wills vs. trusts confusion in plain English, so you’re not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up investing and why your retirement plan should be built to survive an uncertain future.
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Coach Pete brings in NHL Hall of Fame broadcaster Chuck Kaiton and gets straight to the real retirement question: how do you turn savings into lifetime income without getting wrecked when markets swing? They break down Coach Pete’s “Financial Fill-Up” approach—why Chuck can take required minimum distributions (RMDs) and still see his portfolio refilling—plus the “dozen tips” that matter most when you’re in the retirement red zone. Then they go after the financial termites: hidden fees and non-traded REITs where Coach says commissions can run “up to 15%,” and warns some people learn the hard way when those products lock you in like “Hotel California.”
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Coach Pete and the crew get straight to the point in this episode: if you’re not squeezing every ounce out of your 401(k), you’re leaving real money behind. They break down the Roth vs. traditional decision in plain English—what you’re really betting on with taxes—and why “safe money” isn’t about being scared, it’s about building a foundation that can survive market chaos. From lifetime income planning to dialing in asset allocation (how you spread money across investments) based on your risk tolerance (how much volatility you can stomach), Coach also calls out the “financial termites” that quietly eat your savings—fees, bad timing, and sloppy strategy. Bottom line: stop drifting and start driving your plan.
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Coach Pete and Russ Hackman (the Wall Street Sweeper!) break down why market volatility is brutal for retirees when too much money stays on the risk table—and why the old 60/40 stock-bond playbook was built for a different era. Russ warns Wall Street keeps “feeding you risk,” even trying to jam private assets into 401(k)s, while Coach Pete stresses you need an exit strategy and lifetime income options so retirement isn’t hostage to headlines. They hit home with the Antonio Brown cautionary tale—over $100 million earned, now Chapter 11 with under $50K in assets—as proof that bad planning (or bad luck at the wrong time) can wipe out anyone. The takeaway: balance growth with protection, plan for inflation, and don’t ignore the silent killer—taxes.
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Coach Pete and the Rock on Retirement crew crank the volume on the real issues that can make—or break—your retirement. This episode dives straight into the most common retirement pitfalls, how lifestyle changes can quietly wreck a plan, and why waiting too long to get serious about your finances is one of the biggest mistakes people make. If you want straight talk, no fluff, and a smarter way to adapt your strategy before it’s too late, this episode hits all the right notes.
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On this episode of Rock on Retirement, Coach Pete is joined by NHL Hall of Fame broadcaster Chuck Kaiton and NC State Wolfpack voice Tony Haynes for a real, unfiltered conversation about what retirement actually feels like. They dig into the emotional side of leaving a long career, the identity shift nobody talks about, and why a solid financial plan matters just as much after the paychecks stop. With stories from inside the broadcast booth and hard-earned life lessons, this episode hits retirement from angles most shows never touch.
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Coach Pete and Russ Hackmann break down the smartest year-end retirement moves, why rebalancing matters more than most people think, and the real difference between wills and trusts — without the boring legal jargon. They dig into the “financial red zone,” explain how AI is quietly changing investments, and call out the mistakes that can derail retirement fast. If you want a clear, no-nonsense game plan to protect your money and retire with confidence, this episode is a must-listen.
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The gloves come off as Coach Pete and the team break down the smart—and not-so-smart—ways people are using their 401(k)s. They dive into Roth vs. traditional accounts, safe money strategies, and how to build lifetime income that doesn’t disappear when the market gets rocky. Along the way, Coach Pete exposes the “financial termites” quietly eating away at retirement savings and challenges listeners to take back control before it’s too late.
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Coach Pete and the team pull back the curtain on how market volatility really impacts retirement — and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and building a real plan can make the difference between hoping for retirement and owning it.
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Coach Pete and the crew call out the most common retirement pitfalls, why waiting too long to plan can hurt, and how the right advisor helps keep you on track. They explain why a written retirement plan matters and how lifestyle changes can quietly blow up your spending assumptions. This episode also looks ahead at market uncertainty and shows how preparation, not prediction, is the key to rocking into retirement with confidence!
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Coach Pete and Russ Hackmann crank up the volume on smart retirement planning, breaking down year-end money moves, why rebalancing matters more than ever, and the real difference between a will and a trust (hint: they’re not the same thing). They dig into the financial red zone, talk AI and investing in plain English, and explain how today’s market shifts can either help or hurt your retirement if you’re not paying attention. If you want a clear, no-nonsense game plan to protect your money and rock into retirement with confidence, this episode hits all the right notes.
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Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down “financial termites” like hidden fees while dropping a challenge for you to take control of your financial future!
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Coach Pete and the crew break down sneaky money leaks—like tiny fees and “lifestyle creep”—that can quietly wreck your nest egg, and show you how to stress-test a plan so market headlines don’t jerk your retirement around. You’ll hear why Shaq’s “trust but verify” approach to picking a fiduciary advisor still wins, when to start planning (hint: yesterday), and how to set up safe income first with a little “play money” on the side. They even tackle the “work longer or not?” debate—making it your choice, not a necessity—so you can rock retirement on your terms.
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Coach Pete shatters the “just save more” myth and shows you how to turn your money into reliable income, not just a big account balance. He breaks down smart investment strategies in plain English, builds a step-by-step plan that outgrows inflation, and boosts your financial literacy so you can make confident moves. If you want a future that’s funded—and flexible—this episode is your blueprint.
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Coach Pete unpacks the wild case of Gene D. Amad, a Queens tax preparer accused of cranking out 20,000+ fake returns and siphoning $50 million from the US Treasury. You’ll hear how bogus income, phantom businesses, and a web of bank accounts allegedly kept the scheme humming. Tune in to learn the red flags—and how to make sure your “refund” doesn’t turn into a felony-level headache.
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Coach Pete and Russ Hackmann (The Wall Street Sweeper) blitz through must-do year-end strategies—smart rebalancing, tax-savvy tweaks, and the right call on wills vs. trusts—so your money hits the end zone, not the sidelines. They decode how AI is shaking markets (and how to use it, not fear it) while mapping the financial red zone game plan that protects gains and locks in income. Hit play for a fast, jazzy blueprint to finish the year strong and start the next one bulletproof!
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Coach Pete and the crew turn headlines into hard-won wisdom—using Kevin Durant’s Bitcoin saga to unpack what crypto means (and doesn’t) for your nest egg. They show how a rock-solid income strategy and dynamic spending plan keep you living your lifestyle goals no matter what markets throw at you. Plus, hear red-flag stories of “advisors behaving badly” so you know exactly who to avoid—and how to build a plan that pays you for life.
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Tired of market drama and media hype? Coach Pete and his crew rip up the old 60/40 playbook and show you how tax-smart planning, real risk management, and lifetime income can turn volatility into a non-event. You’ll learn how to see through Wall Street’s noise, lock in paychecks you can’t outlive, and build a comprehensive plan that actually holds up when screens go red. Tune in for the blueprint—and leave the whiplash to the day traders.
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Coach Pete and the team decode today’s market trends and show you how to turn sudden wealth into a lifelong income plan—without gambling your future on hot-stock hype. You’ll learn why a true fiduciary matters, how to dodge the potholes of poorly managed investments, and the simple strategy that can make your money work when you don’t. Plus, get the scoop on brand-new financial education books that turn complex ideas into moves you can make this week.
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Coach Pete and his crew show why income beats net worth in the red zone—and how to turn your savings into paychecks you can’t outlive. They bust diversification myths, demystify RMD timing, and share savvy tactics for federal employees to keep more after taxes. Plus, a rapid-fire Q&A on downsizing and tax-smart withdrawals gives you a simple sequence that could save you thousands!
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Coach Pete turns personal challenges and sudden money—lottery wins, federal buyouts, inheritances—into strategy instead of chaos. Learn how preparation beats panic: size up your true financial position, map a tax-smart plan, and tap pros who can turn a one-time windfall into long-term security.
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Coach Pete and his crew cut through the noise of financial media to expose the real risks of market volatility and Wall Street spin. They reveal why outdated strategies like the 60/40 portfolio could sink your retirement—and how lifetime income and smart tax planning can keep you afloat. This episode is your ultimate playbook for weathering financial storms with confidence!
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Coach Pete and his team take this episode to expose the hidden dangers of sudden wealth, bad broker behavior, and outdated investment strategies. They cut through the noise of today’s market with simple, smart ways to protect your future. Plus, discover the “financial fill-up” plan designed to keep your retirement income steady for life!
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In this episode, Coach Pete spills the beans on how to bulletproof your retirement savings, navigate turbulent markets, and lock in lifetime income—even for federal employees! Discover why diversification and smart downsizing can make all the difference, plus get answers to real listener questions about managing money in uncertain times. Tune in for powerful, practical strategies designed to keep your retirement plan rock-solid and your peace of mind intact!
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Think a big windfall will solve all your retirement woes? Think again! This high-energy episode of Rock on Retirement spills the surprising risks of sudden riches, unpacks why having a hometown financial advisor matters, and reveals the keys to conquering tax traps, dual residency drama, and the retirement rollercoaster—so you can jam out stress-free for years to come.
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Step right up for a wild ride as Coach Pete and the Rock On Retirement crew reveal why retirement is more unpredictable than Vegas—unless you know the tricks. Learn how to outsmart hidden financial risks, balance longevity and spending, and create income streams you can count on, even if the market goes haywire. With stories of wild wins and epic fails, this episode is your front-row ticket to the retirement game you don’t want to lose!
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On this sizzling episode of Rock On Retirement, Coach Pete and Chuck Kaiton break down one of the greatest financial power plays in sports history—Bobby Bonilla’s legendary paycheck deal with the Mets—and reveal how it mirrors smart retirement planning. From financial “fill-up” strategies to real-life estate planning blunders (yes, even celebs mess it up), the team dishes out hard truths, big laughs, and tips you’ll actually use. Don’t miss this wild ride through sports, money, and how not to fail your golden years—because retirement is no game, but winning at it? Totally possible.
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Coach Pete and his crew crank up the volume in this episode of Rock on Retirement and smash outdated assumptions about retirement, proving that age 65 is just a number and independence is the real encore! Tune in as they jam about the benefits of delaying Social Security, mastering required minimum distributions (RMDs), and dodging those pesky tax penalties. This episode is your backstage pass to rock-solid retirement planning that lets you retire confidently—on your own terms!
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Join Coach Pete and his team as they tackle retirement planning with the precision of a championship team. Through personal stories and expert insights, they highlight the power of income strategies, the value of teamwork in finance, and the confidence that comes from solid planning. Tune in for a game-changing discussion that will inspire you to craft a retirement plan as victorious as a last-second touchdown!
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In this episode of Rock on Retirement, Coach Pete and his team break down the must-know strategies for creating a secure retirement plan tailored to your unique needs. From building guaranteed income sources to exploring smart tactics like the Spend and Leave strategy, they reveal how to avoid the pitfalls of relying solely on the stock market. Packed with expert insights on healthcare planning, investment strategies, and personalized financial advice, this episode is your guide to retiring with confidence and peace of mind!
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Retirement planning doesn’t have to be dull — and this episode proves it! Coach Pete and his crew dive into hot topics like tariffs, stock market strategies, and why a total retirement plan is your ticket to long-term security. They also unveil the magic of creating a "fun box" — because what’s the point of saving if you can’t enjoy it? Plus, Coach Pete introduces his latest book, "Tax $avvy Retirement", loaded with clever tips to outsmart the IRS and keep your money working for you. Whether you’re mapping out your golden years or just curious about smarter money moves, this episode delivers financial wisdom with a fun twist!
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In this heartfelt episode, Coach Pete shares personal stories about his father's health journey and reveals why smart legacy planning—like using the "Little Green Book of Life"—is crucial for protecting your family's future. He also unpacks the rising popularity of annuities in today’s high-interest world, explaining how they can boost your retirement income while minimizing tax headaches. Don’t miss this powerful mix of personal insight and financial wisdom designed to help you retire with confidence and peace of mind!
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Coach Pete and his team take this episode to break down the must-know strategies for retirement success, from estate planning to financial safety and inflation-proofing your savings. They also expose shady financial practices, revealing how to spot bad brokers and why fiduciary responsibility matters. With expert insights and real-world examples, this episode is your guide to building a rock-solid, scam-proof retirement plan!
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In this high-energy episode of Rock on Retirement, Coach Pete and his crew break down the biggest retirement surprises and how to rock a financial plan that keeps you secure for life! From understanding retirement income and life insurance to prepping for long-term care and mastering frugal living, they cover everything you need to know to avoid financial stress. Whether you’re tuning up your plan or starting fresh, this episode is packed with expert insights to help you retire like a rock star!
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Coach Pete and his team break down the must-know tax strategies from the new book Tax $avvy Retirement, revealing hidden opportunities to keep more of your hard-earned money! From solar investments and pension planning to Social Security taxation and estate strategies, they uncover the best ways to minimize taxes while maximizing retirement wealth. Whether you’re looking to protect your investments or supercharge your savings, this episode is packed with smart, actionable advice to help you retire richer and worry-free!
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In this insight-packed episode, Coach Pete breaks down the must-know strategies for taking control of your retirement, from diversifying income streams to evaluating pension options and bonds. He explores alternative income sources, lifetime income planning, and the dangers of financial scams, making sure you’re equipped to build a rock-solid retirement plan. Whether you’re gearing up for retirement or just getting started, this episode delivers essential tips to keep your financial future secure and thriving!
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Coach Pete takes a deep dive into the wild world of retirement planning, unpacking Wall Street’s evolution, income strategies, and the all-new Wide World of Investing show! He breaks down healthcare costs, long-term care planning, and smart investment moves to help retirees balance risk and reward without losing sleep. The episode wraps with a game-changing Spend and Leave strategy, ensuring you can enjoy your golden years whilesecuring a lasting legacy for your loved ones!
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Coach Pete cranks up the volume on retirement by jamming through must-know tips—from building multiple income streams to prepping for healthcare and taxes. He dishes out a comprehensive plan that ensures you’ll enjoy every encore of your golden years without worrying about financial snafus. Tune in to power up your retirement and hit all the right notes for a secure (and downright fun) future!
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Coach Pete and his crew serve you a healthy dose of estate essentials in this episode, including why wills and trusts are non-negotiable for future peace of mind. They take a deep dive into smart income strategies—tackling Social Security, Medicare, and sneaky retirement risks—so you can ride off into your golden years with swagger. Finally, they shine a spotlight on consumer protection in the financial advisory world, ensuring your retirement dreams stay both safe and stylish!
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Coach Pete breaks down retirement complexities in this episode with a dash of fun, stressing the need for a personalized approach and clear communication with your financial advisor. He also busts myths around risk and returns, handing you must-ask questions to lock in true financial security. To top it off, he spotlights the magic of a retirement plan that guarantees lifetime income to help you enjoy your golden years stress-free!
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Coach Pete and his team delve into the nuts and bolts of retirement planning in this episode, spotlighting the “financial red zone,” solid investment safety tips, and crystal-clear retirement goals. They show how a personalized plan, combined with stellar habits, paves the way for steady income and long-term financial success. It all goes to show that by tackling debt head-on and sticking to a proactive strategy, you’ll launch into retirement with confidence and a celebratory bang!
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Listen to Coach Pete as he dives headfirst into the wild world of retirement planning, revealing how to dodge big blunders, master financial strategies, and partner with trustworthy fiduciaries. His fearless crew spends the episode tackling taxes and inflation, championing a rock-solid income plan and life insurance, and even dishing out advice on relocating for maximum golden-year bliss. Topping it all off is a splash of historical context, proving a dash of hindsight can supercharge your retirement future!
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Strap on your financial guitar and jam along as Coach Pete and his crew shred through the biggest blunders people make before their golden years kick in. In this high-energy episode, they tune up your knowledge on monthly expenses, fine-tune the facts about home ownership, and riff on how to spin your savings into sweet retirement income. With practical insights galore, you’ll leave the show feeling like you just scored front-row seats to a future filled with financial harmony!
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Ready to deck your retirement halls with top-notch money moves and plenty of holiday cheer? In this laughter-filled episode, Coach Pete and his crew unwrap the gift of maximizing 401(k)s, taming risk tolerance, and layering on safe money strategies—like frosting on a festive fruitcake! With all the personal stories and merry banter on tap here, listeners can't help but feel good about getting leads on financial planning that are hot like a cup of holiday cocoa.
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Ready to toss out your retirement worries and embrace a custom-built plan just for you? In this fun-filled episode, Coach Pete and the gang debunk pesky myths about risk and return, shine a spotlight on the all-important “core” strategy, and reveal the must-ask questions for any advisor. Get ready to master the art of principal protection, piece together your perfect retirement puzzle, and waltz into your golden years with a grin as bright as your financial future!
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Get ready to embark on a thrilling financial adventure with Coach Pete on Rock on Retirement! In this action-packed episode, we're diving deep into the jungle of retirement planning—unleashing innovative tools, tax-slaying strategies, and income-boosting secrets to help you envision and secure your dream retirement. Plus, we'll hit the road with the Retirement Road Trip and supercharge your future with Coach Pete's Power Plan, ensuring you not only build a legacy for your family but have a blast doing it!
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Get ready to supercharge your well-being with a financial fitness fiesta hosted by Coach Pete as he dives into the exciting world of retirement planning! In this high-energy episode, Coach Pete unpacks the secrets of annuities, tax-saving magic, debt demolition, and estate planning wizardry to help you craft a rock-solid financial game plan. Say goodbye to high fees and market mayhem—tune in to discover actionable strategies that'll boost your financial security and peace of mind as you dance your way into retirement bliss!
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Get ready to embark on a wild ride through the post-election financial jungle with Coach Pete on Rock on Retirement! In this high-energy episode, we'll tackle how recent political shifts could shake up your retirement game plan—from Social Security taxation twists to savvy strategies for maximizing your income streams and bulletproofing your financial future against tax law changes and economic surprises. Don't miss out on insider tips to navigate market volatility, unleash safe money moves, and boost your financial savvy to roar into retirement with confidence and freedom!
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In this lively edition of Rock on Retirement, Coach Pete turns up the volume on retirement planning with his magical "financial prescription pad!" Get ready to hear chart-topping strategies like the Advance and Protect Strategy and the Spend and Leave Plan along with some key advice that makes tax planning sound like a party trick. It's all here to help you discover the music behind multiple income streams and find your perfect retirement anthem for lifelong financial peace of mind!
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In this engaging conversation, the Coach Pete discusses the critical relationship between financial health and overall well-being. They emphasize the importance of having a second opinion on financial matters, the impact of financial stress on mental and physical health, and the necessity of honest appraisals in financial planning. The discussion highlights how financial stability can lead to a healthier lifestyle and the importance of being aware of hidden costs in financial planning.
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In this episode of Rock On Retirement, host Coach Pete, along with Bruce Rosenbloom, Marty Hensley, and Thomas Lipscomb, discuss essential strategies for retirement planning. They emphasize the importance of being prepared for the financial red zone, managing debt effectively, and creating a comprehensive estate and legacy plan. The conversation highlights the significance of having a solid financial plan that includes income guarantees, tax planning, and wealth transfer strategies to ensure a secure retirement and a lasting legacy for future generations.
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In this episode, the hosts discuss essential strategies for maximizing retirement income, protecting assets, and planning for market fluctuations. They emphasize the importance of having a comprehensive retirement plan that includes guaranteed income streams and the need to prepare for potential market downturns. The conversation highlights various income strategies, including the significance of color-coding money to manage risk effectively.
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In this conversation, Coach Pete tackles the rising popularity of annuities as a financial product for retirement planning, emphasizing their role in providing income stability. They explore the importance of tax planning, especially for high net worth individuals, and how strategic financial planning can minimize risks and maximize returns. The discussion highlights the need for individuals to take control of their financial futures by understanding and utilizing available financial products and strategies.
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On this episode of Rock On Retirement, Coach Pete covers various topics related to retirement planning and the importance of annuities. The main theme is the need for consistent and reliable income in retirement. The conversation also discusses the concept of red and green money, where red money represents riskier investments and green money represents safer, guaranteed income. The conversation emphasizes the benefits of annuities and the role they play in providing lifetime income.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importance of understanding the motives of financial advisors.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete covers topics such as net worth versus cash flow, target date funds versus annuities, and the importance of income in retirement planning. The hosts discuss the concept of core and explore investments, emphasizing the need for growth, protection, and income. They also highlight the rule of 100, which suggests allocating a percentage of assets in a place that can't be lost based on age.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete and the team discuss the importance of understanding the difference between net worth and cash flow in retirement planning. They emphasize the need for a cash flow income plan and the role of taxation in maximizing cash flow. They also mention strategies such as the financial fill-up strategy and reverse mortgages to convert assets into cash flow. The conversation highlights the significance of starting income planning early and working with a certified income planner.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete discusses the importance of having safe money in retirement and the benefits of institutionally managed insurance accounts. Coach Pete and the hosts emphasize the need for a combination of risk and safety in retirement planning and caution against relying solely on risky investments. They also highlight the advantages of insurance contracts, such as guaranteed balances and lifetime income. The hosts differentiate between insurance contracts and managed accounts, highlighting the absence of commissions in insurance contracts.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete discusses various money myths and debunk them. He and his guests cover topics such as credit cards, budgeting, and retirement planning. The conversation emphasizes the importance of using credit cards wisely, regardless of the negative reputation they have. They also highlight the need for budgeting and saving, regardless of one's financial situation. The hosts stress the importance of planning for retirement and factoring in inflation.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete covers the misconceptions of financial planning. The hosts discuss the origins of the phrase 'keeping up with the Joneses' and reminisce about comic strips. They then move on to the first misconception of money: the belief that more money leads to happiness. The second misconception discussed is the idea that one doesn't need to save for retirement at a young age. They also emphasize the importance of starting early and provide examples of the impact of compound interest.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete and the hosts discuss various topics including their radio show, movies, and a news story about a broker who embezzled money from a client. They emphasize the importance of working with a trustworthy financial advisor and highlight the need for reliable income in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete talks about the importance of having a realistic view of money and reaching financial goals. This conversation explores 18 common misconceptions about money. The first misconception is that having more money will make you happier, but research shows that there is only a weak link between money and happiness. Other misconceptions include the belief that money can buy health or solve relationship issues. It's important to understand how to allocate your funds to cover your needs, wants, and future aspirations to feel more in control of your finances.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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In this episode of Rock On Retirement, Coach Pete discusses the importance of lifetime income and why stockbrokers may not prioritize it. The hosts highlight the benefits of safe money and guaranteed income in retirement, including the peace of mind it provides. The conversation also touches on trivia questions about US presidents and their businesses. The hosts encourage listeners to reach out to Coach Pete and his team to explore safe money income options.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
On this episode of Rock On Retirement, Coach Pete discusses misconceptions about money, specifically the difference between compound interest and simple interest. He emphasizes the importance of understanding the power of compound interest when saving for retirement. The hosts also touch on the concept of forever money and the need for guaranteed lifetime income in retirement. They highlight the significance of proper financial planning and the combination of risk and guaranteed income.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
In this episode, Coach Pete continues discussing various aspects of retirement planning and the importance of having a solid financial strategy. He emphasizes the need to avoid common mistakes in the financial world and highlights the importance of taking profits and managing risk. Coach Pete also emphasizes the three C's of retirement planning: confidence, control, and clarity. He explains the benefits of having guaranteed income in retirement and the importance of transitioning from a lump sum to a lifetime income. Finally, he encourages listeners to seek a real retirement plan that protects and guarantees their money.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
In this conversation, Coach Pete and guest, Chuck Kaiton, discuss the importance of retirement planning and the need for individuals to be in control of their retirement. They introduce Coach Pete's Power Plan, which is a comprehensive retirement planning process. The three Cs of retirement planning, namely confidence, control, and clarity, are emphasized. The hosts also highlight the importance of safety, principal protection, and lifetime income in retirement. They discuss the pitfalls of gimmicks and games in the financial world and stress the need for guarantees.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
From FTX to Theranos, a lot of things in the financial world seem to good to be true. Coach Pete D'Arruda is in the studio, discussing some of the biggest fraud cases and other cautionary tales.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
If your money is at risk and someone is telling you that "you can't lose," run in the other direction! Coach Pete D'Arruda is in the studio, continuing the discussion on some of the biggest fraud cases and other cautionary tales.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
From Wirecard to Wells Fargo, a lot of things in the financial world seem to good to be true. Coach Pete D'Arruda is in the studio, continuing the discussion on some of the biggest fraud cases and other cautionary tales.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
From Volkswagen to Enron, a lot of things in the financial world seem to good to be true.Coach Pete D'Arruda is in the studio, closing out the conversation on some of the biggest fraud cases and other cautionary tales.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
What if there were some strategies that could benefit you and the people you want rather than Uncle Sam? Coach Pete D'Arruda is in the studio, analyzing some financial termites and how to avoid them!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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It's never too late (or too early) to start saving for your retirement. There are strategies to grow your savings, independent of when you begin! Coach Pete D'Arruda is in the studio, breaking down these strategies and discussing how you can be in charge of your retirement!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
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Times have changed and we aren't living through your grandparents' retirement! Coach Pete is in the studio, taking a trip back in time to 1921 and comparing life back then to now.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Do you really know how much you have in retirement savings? Have you factored in taxation and inflation when viewing your accounts? Coach Pete D'Arruda is in the studio, talking about the importance of having a proper road map so you can build the retirement you want!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Have you heard of the bucketing strategy before? Do you have trouble separating your needs from your wants? Coach Pete D'Arruda is in the studio, sharing some strategies on how to create wealth for a lifetime!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
As you head towards retirement, there are many different directions you can take; do you know which way is right for you? Coach Pete D'Arruda is in the studio, answering your retirement questions to help get you on the right track!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Lifetime income is one of the most important things you need when preparing for retirement, but do you know how to create that for yourself? Coach Pete D'Arruda is in the studio, discussing strategies on how to build a retirement that will last a lifetime!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
We've invited a new guest into the studio, Ms. Chatty, who may or may not powered by Chat GPT! Coach Pete D'Arruda is in the studio, analyzing the advice you can find from Chat GPT and whether or not it can replace your retirement planner.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Artificial Intelligence has been around for a long time, but now it can be used by regular folks and not just computer scientists. What can it do to help you retire? Coach Pete D'Arruda is in the studio, talking about how A.I. is changing the economic landscape.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Depending on when you file for Social Security, you could receive a portion, the full benefit or more for the length of your retirement! Coach Pete D'Arruda is in the studio, talking about how to get the most bang for your buck when it comes to Social Security!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Have you ever had F.O.M.O. or Fear Of Missing Out? Sometimes, those feelings can be the reason why your savings aren't growing the way they should. Coach Pete D'Arruda is in the studio, breaking down some key retirement mistakes and how you can avoid them.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
There are so many outside influences on your retirement portfolio, from market volatility, to fees, to taxes; it's time to take charge of your retirement! Coach Pete D'Arruda is in the studio, breaking down how to create the retirement you want no matter what is going on around you!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
You only retire once and that's why you should partner with someone who helps folks retire everyday! Coach Pete D'Arruda is in the studio, analyzing some common retirement mistakes and how to avoid them.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Did you know you may be able to access some of the death benefit from your life insurance policy before you pass away? Coach Pete D'Arruda is in the studio, going over the ins and outs of life insurance and how it can be an important part of your retirement plan!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
What happens when insurance brokers have nefarious ideas with your savings? Coach Pete D'Arruda is in the studio talking about how you can keep your money safe from scammers and unnecessary risk!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Planning for retirement can complicated, but it doesn't have to be! Coach Pete D'Arruda is in the studio going over how we plan a successful retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
What is the best retirement plan? There is no cookie-cutter strategy for everyone. Coach Pete D'Arruda is in the studio talking about how to plan based on guaranteed minimums to ensure you'll have money that will last through retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
How can you protect your retirement assets from the volatility of the stock market? Coach Pete D'Arruda is in the studio breaking down safe money options you may have.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
Cash may not be King anymore because inflation is fighting for that crown. Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio answering YOUR questions!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
If you're looking for planning advice, look no further! Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio discussing the pillars of a true retirement plan.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
People are leaving the workplace for 'greener pastures'. Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio breaking down how to effectively keep your retirement savings no matter what you do.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
What do you want your life to look like in retirement? Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio going over just how easy it is for expenses to get out of hand and the importance of a proper plan.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.
On this episode, Coach Pete D'Arruda is joined in the studio by Chuck Kaiton and Thomas Lipscomb. Coach talks about how to avoid taxes in retirement and estate planning. Also, Coach Pete breaks down inflation in retirement.
Later on the episode, Coach goes over the Financial Fill-Up strategy. Finally, the team talks about the Employee Retention Credit and how it can benefit you.
Visit RockOnRetirement.com. Call 800-456-7577.
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This week Coach Pete D'Arruda offers listeners a retirement solution strategy and a wealth solution strategy. Are you getting the answers you need from your advisor or are they giving you a financial filibuster. Visit RockOnRetirement.com. Call 800-456-7577.
See omnystudio.com/listener for privacy information.
This week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire. Then Coach Pete reveals five unexpected sources of retirement income that could make a big difference moving into your golden years. Coach Pete digs into his book Have You Been Talking to Financial Aliens. Visit RockOnRetirement.com. Call 888 456 7577. Text RETIRE to 600700.
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This week on Rock on Retirement, Coach Pete D'Arruda along with Thomas Lipscomb and Dave Perkins go over shifting your perspective on finances, how to have a hybrid retirement account that doesn't depend on the stock market and how to maximize your social security and gives you 5 keys for success in retirement. Plus, a question from a listener!
Call 888-456-7577 or text RETIRE to 600-700 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete along with Chuck Kaiton and Thomas Lipscomb discuss inflation and what it could do to us in the future; how to identify retirement pitfalls; do's and don'ts when it comes to retirement planning; decumulation; Steve Sedahl has another "Brokers Behaving Badly" and Dave Perkins takes a look back at 1981 with a "Through the Years" segment.
Call or text RETIRE to 888-456-7577 for more information on the show!
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This week on Rock on Retirement, Marty Hensley, along with Chuck Kaiton and Morgan Patrick talk about Coach Pete D'Arruda's Financial Fill Up strategy, how the Retirement Auto-Pilot keep your retirement safe, especially if the next correction may occur in the stock market sooner than later and if you are ready for it, inflation, legacy planning and more
Call or text RETIRE to 888-456-7577 for more information on the show!
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This week on Rock on Retirement, Coach Pete D'Arruda, along with Chuck Kaiton and Thomas Lipscomb talk about Coach's Retirement Planning Booklet. It has techniques and tools for lifetime income, including a list of 10 things we need to make sure that our in our control before retirement. Dave Perkins takes a look back at 1963, Steve Sedahl with "Brokers Behaving Badly" and a lot more!
Call or text RETIRE to 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda gives tips on:
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The Strategic Development Process - Three major steps to get you on the road to a comfortable retirement
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Social Security - He'll give you steps on how not to choose the wrong option and avoid losing thousands of dollars.
He will also discuss the Baby Boomers Guide to IRA Planning and the 15 Minute Retirement Planner and a lot more!
Call or text to 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda gives tips on:
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How to make a plan for retirement, including having life insurance
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Long-term care
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How to deal with market volatility and a whole lot more!
Call or text to 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda dives into
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How not to outlive your assets
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How Important It Is To Have A GPI Plan - Growth, Protection and life time income!
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Long-term care, 401K's and much more!
Call or text to 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda dives into
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5 stocks to sell & stay away from
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10 biggest tax mistakes
Growth, Protection and life time income!
Call or text 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda breaks down what makes a True Retirement Plan. Call or text 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda wants to make sure you keep the money you have grown for your retirement. Call or text 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda goes over shifting your perspective on finances and gives you 5 keys for success in retirement. Call or text 888-456-7577 for more information on the show!
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda has a special guest, and has answers to some myths about annuities. Call or text 888-456-7577 for more information on the show!
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This week on Rock on Retirement, Coach Pete D'Arruda is showing you how to protect your money and transition your investments. Call or text 888-456-7577 for more information on the show!
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This week on Rock on Retirement, Coach Pete D'Arruda is providing a plan you can complete from the comfort of your own home! Call 888-456-7577 or text RETIRE to 21000 for more information on the show.
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda has a question for you! Call 888-456-7577 or text RETIRE to 21000 for more information on the show.
See omnystudio.com/listener for privacy information.
This week on Rock on Retirement, Coach Pete D'Arruda shares his speech from years ago and ties it in to how it can still apply today! Call 888-456-7577 or text RETIRE to 21000 for more information on the show.
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This week on Rock on Retirement, Coach Pete D'Arruda lays out a detailed guide for those who think they are ready to retire! Call 888-456-7577 or text RETIRE to 21000.
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On this weeks show, Coach Pete dives in to the turbulent market and how you can navigate it!
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This week on Rock on Retirement, Coach Pete D'Arruda goes in to detail on the 5 Keys to finding investing success! Call 888-456-7577 or text RETIRE to 21000.
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This week Senior Wealth Strategist Marty Hensley co-hosts and he brings several great case studies that will inspire you. We delve into what happens when one spouse retires first and how to plan accordingly and questions from listeners.
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In this episode, Coach Pete discusses little mistakes that can turn in to big financial headaches as well as a study from the Center for Retirement Research. He also shared Five Keys to Investing Success.
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